Your Account

Get Started with Benefix and Make the Most of Your Account

9 articles in this collection
Written by Lauren Hershey and Cindy Fillgrove

Getting Started

Edit Your Account Information

Configure and customize your Benefix account

Written by Lauren Hershey
Updated over a week ago

Default Sort Order

Choose the order in which medical plans appear on your proposal by default

Written by Lauren Hershey
Updated over a week ago

Password Guide

How to unlock your account, reset or recover your password.

Written by Cindy Fillgrove
Updated over a week ago

Account Maintenance

Edit Account Billing Information

Update your account's credit card information

Written by Cindy Fillgrove
Updated over a week ago

How to Invite a Downstream Broker or Brokerage

This is only available to GA Admin level permissions

Written by Lauren Hershey
Updated over a week ago

Roles and Permissions

Written by Lauren Hershey
Updated over a week ago

Carrier Maintenance

Managing Your Carriers

Select which carriers your brokerage wants to quote

Written by Lauren Hershey
Updated over a week ago

How to "Favorite" Plans

Indicate your most frequently-used plans to access them in one spot while quoting

Written by Lauren Hershey
Updated over a week ago

UnitedHealthcare Appointment

Written by Lauren Hershey
Updated over a week ago